McNamara Financial
McNamaraOnMoney
McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years.
Author
McNamara Financial
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Podcast website
Latest episode
Jul 6, 2026
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Episodes
Wrap-Up 2020, Part 2 of 2 15.12.2020 51:57
Wrap-Up 2020, Part 2 It’s that time of year again...this week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for discussion about how the year’s top issues may affect how you plan for your financial future. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estate...
Wrap-up 2020, Part 1 of 2 14.12.2020 50:59
Warp-up 2020, Part 1 It’s that time of year again...this week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for discussion about how the year’s top issues may affect how you plan for your financial future. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estate...
Paying For College, Part 2 of 2 09.12.2020 53:22
Paying for College With Special Guest Julie Shields-Rutyna from MEFA, Part 2 Wondering how to pay for college? This week join Justin McNamara and his special guest Julie Shields-Rutyna from MEFA for a discussion about paying for a college education. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, par...
Paying For College, Part 1 of 2 08.12.2020 51:36
Paying for College With Special Guest Julie Shields-Rutyna from MEFA, Part 1 This week join Justin McNamara and his special guest Julie Shields-Rutyna from MEFA for a discussion about paying for a college education. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job ch...
Your Home As An Investment, Part 2 24.11.2020 52:47
Your Home as an Investment, Part 2 Is your home an investment? Is it a money pit? Can you leverage your home’s value as part of your financial plan? This week join Justin McNamara and Mike McNamara for a discussion about how to use your home to secure your financial future. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small b...
Your Home As An Investment, Part 1 24.11.2020 53:42
Your Home as an Investment, Part 1 Is your home an investment? Is it a money pit? Can you leverage your home’s value as part of your financial plan? This week join Justin McNamara and Mike McNamara for a discussion about how to use your home to secure your financial future. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small b...
Taxes Can Be Fun, I Promise! - Part 2 17.11.2020 48:46
Taxes Can Be Fun, I Promise! - Part 2 Think taxes are boring? Think again! This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for lively and fun discussion about taxation has changed in the last few years - and how you can take advantage of the current tax laws to plan for your future! Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersecti...
Taxes Can Be Fun, I Promise! - Part 1 16.11.2020 45:57
Taxes Can Be Fun, I Promise! - Part 1 Think taxes are boring? Think again! This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for lively and fun discussion about taxation has changed in the last few years - and how you can take advantage of the current tax laws to plan for your future! Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersecti...
Big Things Happening For Investors, Part 2 12.11.2020 53:43
Big Thing Happening for Investors, Part 2 This week join Justin McNamara and Mike McNamara for a discussion about current events and how they relate to what’s happening for investors. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees....
Big Things Happening For Investors, Part 1 11.11.2020 53:35
Big Things Happening for Investors, Part 1 This week join Justin McNamara and Mike McNamara for a discussion about current events and how they relate to what’s happening for investors. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees....
Numbers Speak Louder Than Words, Part 2 10.11.2020 47:39
Numbers Speak Louder than Words, Part 2 When it comes to investing, numbers speak louder than words. This week join take a Alyssa McNamara Reed and her husband and business partner Kirk Reed for a discussion and about leveraging the power of compound interest invested wisely to build wealth. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing....
Numbers Speak Louder Than Words, Part 1 09.11.2020 49:18
Numbers Speak Louder than Words, Part 1 When it comes to investing, numbers speak louder than words. This week join take a Alyssa McNamara Reed and her husband and business partner Kirk Reed for a discussion and about leveraging the power of compound interest invested wisely to build wealth. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing....
The Dangerrrrrrs of Retiring Early, Part 2 03.11.2020 49:55
The Dangerrrrrrs of Retiring Early, Part 2 Thinking of retiring early? Planning on it? Do you have a fixed pension plan? What do you need to do to be prepared to retire early, and what dangers are there in early retirement? This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about the dangers of retiring early. Alyssa McNamara Reed, CFP®is a financi...
The Dangerrrrrrs of Retiring Early, Part 1 02.11.2020 47:00
The Dangerrrrrrs of Retiring Early, Part 1 Thinking of retiring early? Planning on it? Do you have a fixed pension plan? What dangers are there in early retirement? This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about the dangers of retiring early. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and i...
Financial Tricks And Treats, Part 2 27.10.2020 52:30
Halloween Tricks and Treats, Part 2 This week join Justin McNamara and Mike McNamara for a their annual Halloween show - a fun discussion about financial tricks and treats - how you can start - and improve upon - your financial life and strategy! Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parent...
Financial Tricks And Treats, Part 1 26.10.2020 52:32
Halloween Tricks and Treats, Part 1 This week join Justin McNamara and Mike McNamara for a their annual Halloween show - a fun discussion about financial tricks and treats - how you can start - and improve upon - your financial life and strategy! Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parent...
Why You Should Front-load Your Retirement Savings, Part 2 20.10.2020 52:13
Why You Should Front-load Your Retirement Savings, Part 2 What is front-loading your retirement plan? What does it mean? How do you do it? This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about why and how you should front-load your retirement plan - saving early, and letting your savings and investments work FOR you. Alyssa McNamara Reed, CFP®is...
Why You Should Front-load Your Retirement Savings, Part 1 20.10.2020 51:31
Why You Should Front-load Your Retirement Savings, Part 1 What is front-loading your retirement plan? What does it mean? How do you do it? This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about why and how you should front-load your retirement plan - saving early, and letting your savings and investments work FOR you. Alyssa McNamara Reed, CFP®is...
Election Jitters, Part 2 06.10.2020 52:08
Election Jitters, Part 2 This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about the upcoming election and jitters in the market. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Kir...
Election Jitters, Part 1 06.10.2020 51:06
Election Jitters, Part 1 This week join Alyssa McNamara Reed and her husband and business partner Kirk Reed, for a discussion about the upcoming election and jitters in the market. Alyssa McNamara Reed, CFP®is a financial planner with passion for the intersection of taxes and investing. Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. Kir...
Rock Bottom Interest Rates - Mortgages and ReFis with John Harrington, Part 2 29.09.2020 51:51
Rock Bottom Interest Rates - Mortgages and ReFis with John Harrington, Part 2 This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest John Harrington, Producing Sales Manager of Embrace Home Loans in Plymouth, Massachusetts for a discussion about interest rates, home loans, and refinancing your existing mortgage. Alyssa McNamara Reed, CFP®is a financial pla...
Rock Bottom Interest Rates - Mortgages And ReFis With John Harrington , Part 1 28.09.2020 50:50
Rock Bottom Interest Rates - Mortgages and ReFis with John Harrington, Part 1 This week join Alyssa McNamara Reed, her husband and business partner Kirk Reed, and their guest John Harrington, Producing Sales Manager of Embrace Home Loans in Plymouth, Massachusetts for a discussion about interest rates, home loans, and refinancing your existing mortgage. Alyssa McNamara Reed, CFP®is a financial pla...
Medicare Pricing And Considerations, Part 2 22.09.2020 48:07
Medicare Pricing and Considerations, Part 2 Medicare Open Enrollment time is fast approaching, and it's time to think about your choices for coverage. This week, join Alyssa McNamara Reed, CFP®, her husband Kirk B. Reed, CFP®, and their guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare Pricing a...
Medicare Pricing And Considerations, Part 1 21.09.2020 50:57
Medicare Pricing and Considerations, Part 1 Medicare Open Enrollment time is fast approaching, and it's time to think about your choices for coverage. This week, join Alyssa McNamara Reed, CFP®, her husband Kirk B. Reed, CFP®, and their guest Peter D. Stoner of AHIP (American Health Insurance Plans) a Certified Medicare Consultant/Licensed Broker (MA & NH) for a discussion about Medicare Pricing a...
Common Sense Survival In Today's World, Part 2 15.09.2020 51:35
Common Sense Survival in Today’s World, Part 2 This week, join Justin and Mike McNamara for a discussion about what strategies you should use to survive financially in today’s world. Justin McNamara, CFP® is a Certified Financial Planner with passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. M...
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